We Work Together

We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.


Jason Beccaris, JD
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Rick Ashburn, CFA, EA
Amy Barker, CFA, CFP®
Matthew Clements
William Clements, JD
Knud Gotterup
C. Lucas Hatch
Rob Henrich, CFA, CFP®
Robert Higgins
Corey Hyde, JD
Matthew Kennedy, MBA
Roy Kissin
Steve Kuriyama MSFS, CFP®
Victor Liao
Reed Minuth
Alyssa Morris, JD
Sandra Pierce, CPA, CFP®
Michael Stephens
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Mary LaMar
Fritz Linkner, CFA
Wealth Advisor
Ann Lucchesi, CFP®, CEP
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Fred Molfino, CPWA®
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Client Service Associate
Christina Anzel, JD, LLM
Wealth Strategist
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Linda Hirano
Office Manager
Gray Jaggers
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Olivia Phillips
Client Service Associate
Savanna Schneider
Office Manager
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Chris Yaros
Client Service Associate

Amy Barker, CFA, CFP®

First job?

Teaching flute. I played throughout high school and college, even majoring in flute performance in college for a brief period of time. I taught lessons from middle school until many years after graduating from college.

Favorite family tradition?

My husband and I decorate our kids’ rooms after they go to sleep on the night before their birthday every year. They wake up to a web of streamers, balloons covering their floor, and gifts wrapped and ready for celebration. It’s the only night of the year we don’t have to remind them that it’s bedtime!

Ways to unwind?

My husband and I love to ski – especially with our children. We’ve built many great family memories skiing together whenever and wherever possible. When I can’t ski, I practice martial arts to unwind and get exercise – including Muay Thai kickboxing, Brazilian jiu-jitsu, and Kali-Escrima.

Missed opportunity?

To bungee jump where it was first offered commercially when visiting New Zealand to ski. I’ve regretted not taking advantage of the opportunity ever since. I’ll have to return so I can cross it off of my bucket list (if I can build up the nerve).

Important quotes?

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” - Maya Angelou

And a dear friend lived by the quote: “Always stand up for what’s right – even if you’re standing alone.” I try to remember the importance of both of these quotes as I interact with others.

About Amy

  • Objective: Amy's goal is to offer her clients personalized and superior wealth management solutions that help them achieve their goals and feel confident about their futures by applying best in class research, technology and the highest standard of care in the industry.
  • Snapshot: As a Chartered Financial Analyst and Certified Financial Planner™ practitioner (CFP®), Amy has more than 25 years of experience advising individuals, families, businesses and charities on their financial needs.  With a strong desire to focus on educating clients, and to provide customized solutions for financial planning and wealth management, Amy joined Parallel in 2015 to bring a better investment experience to her clients.


  • Partner and Director of Portfolio Management, Parker Carlson and Johnson, Dayton, OH
  • Senior Vice President and Senior Investment Officer, Ohio, National City Bank, Dayton, OH
  • Investment Officer and Portfolio Manager, Central Trust Bank, Cincinnati, OH


  • University of Cincinnati, BBA, Finance and Marketing

Affiliations & Boards

  • Chartered Financial Analyst
  • Founding President and member, CFA Society of Dayton
  • Active Volunteer, CFA Institute
  • Certified Financial Planner™ practitioner (CFP®)
  • Member Financial Planning Association of Southwestern Ohio
  • Sinclair Community College – Board of Trustees
  • Centerville Noon Optimists 
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